Are you an experienced TEP Qualified Will & Estate Planning Adviser looking for more than simply your next salaried role? We're working with an established and growing financial services business that is launching a new Will & Estate Planning division. They're looking for an experienced, client-focused professional who can provide expert advice while also playing a key role in developing the division, building its client base and helping shape its long-term growth.
This is an exciting opportunity to join at the start of something new, combining high-quality client advice with the chance to influence how a new division evolves and succeeds.
What's On Offer?
£30,000 basic salary
Uncapped monthly commission
Six-monthly performance bonus
Warm, qualified customer referrals
No cold calling
Existing customer opportunities generated by the Mortgage Adviser team
Full-time, 37.5 hours per week
Shift-based working between 9am and 7pm, Monday to Friday
Occasional weekend working, with two days off during the week
Hybrid working available once fully competent
Ongoing training and professional development
Financial support towards professional qualifications
Genuine career progression opportunities
Supportive and collaborative team environment
Free on-site parkingWhy This Opportunity Stands Out
This is more than a traditional Will & Estate Planning position. You'll be joining the early stages of a new division within an established and growing financial services business, giving you the opportunity to play a genuine role in shaping its future success.
The business already has an established client base and strong referral network, providing a solid platform from which to grow. Rather than inheriting a fully established function, you'll have the opportunity to help build it, establish best practice and contribute to the long-term success of the division.
For the right individual, there is also the potential to participate in the long-term success of the division through a shareholding opportunity. This makes it an attractive prospect for someone with an entrepreneurial mindset who wants to build something rather than simply join something.
The Role
As a Will & Estate Planning Adviser, you'll combine high-quality client advice with business development, helping establish and grow the new division.
Key Responsibilities
Advising clients on Wills, Trusts and Estate Planning
Advising clients on Lasting Powers of Attorney (LPAs)
Identifying inheritance tax planning opportunities
Developing appropriate estate planning strategies
Building strong, long-term client relationships
Working closely with existing Financial Advisers to provide a joined-up service
Making the most of warm client introductions and referrals
Developing new business opportunities
Building and growing your own client portfolio
Helping develop the processes, services and proposition of the new division
Contributing ideas and opportunities to drive business growth
Maintaining accurate client records and documentation
Ensuring all advice is delivered professionally, compliantly and in line with current legislation and best practiceAbout You
TEP (Trust and Estate Practitioner) qualification - essential
Proven experience advising clients on Wills, Trusts and Estate Planning
Strong knowledge of inheritance tax planning
Experience providing direct advice on complex estate planning matters
Excellent communication and relationship-building skills
The ability to explain complex legal, financial and estate planning matters clearly
Commercial awareness and a genuine interest in developing new business
The confidence to build and maintain your own client relationships
An entrepreneurial mindset and ambition to help grow a new divisionIf you're an experienced TEP Qualified Will & Estate Planning Adviser looking for a role where you can make a genuine impact and play a key part in building a new division, we'd love to hear from you.
Due to the high volume of applications we receive, we are unfortunately unable to provide individual feedback. If you have not been contacted within 5 working days of submitting your application, please assume that your application has been unsuccessful on this occasion. Should you require any reasonable adjustments during the recruitment process, please let us know and we will be happy to support you.
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Salary description
£30000.00 - £60000.00 per year